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Welltower
WELL

Overview Fund Activity

756 hedge funds and large institutions have $23.4B invested in Welltower in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 233 increasing their positions, 307 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
+32
Holders Change %
+4.42%
% of All Funds
16.87%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.38%
New
109
Increased
233
Reduced
307
Closed
67
Calls
$82.4M
Puts
$53.7M
Net Calls
+$28.6M
Net Calls Change
+$22.8M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$151M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$98.3M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$90.3M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$50.5M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$47.1M

Top Sellers

1
LIMS
Lasalle Investment Management Securities
Maryland
-$97M
2
Aberdeen Group
Aberdeen Group
United Kingdom
-$76.8M
3
Goldman Sachs
Goldman Sachs
New York
-$62.1M
4
Morgan Stanley
Morgan Stanley
New York
-$40.2M
5
EIP
Epoch Investment Partners
New York
-$38.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSS
776
Cubist Systematic Strategies
Connecticut
– -$611K -9,495 Closed
ACC
777
Accident Compensation Corp
New Zealand
– -$554K -8,609 Closed
BCM
778
BlueCrest Capital Management
Jersey
– -$515K -8,003 Closed
BIAS
779
Beacon Investment Advisory Services
New Jersey
– -$507K -7,877 Closed
AIM
780
Achmea Investment Management
Netherlands
– -$499K -7,759 Closed
JG
781
Jefferies Group
New York
– -$390K -6,071 Closed
SIM
782
Sentry Investment Management
Wisconsin
– -$360K -5,590 Closed
IWM
783
IHT Wealth Management
Illinois
– -$348K -5,416 Closed
Group One Trading
784
Group One Trading
Illinois
– -$342K -5,318 Closed
PCMC
785
Paragon Capital Management (Colorado)
Colorado
– -$332K -5,158 Closed
VF
786
Virtu Financial
New York
– -$319K -4,956 Closed
NIT
787
NumerixS Investment Technologies
British Columbia, Canada
– -$290K -4,600 Closed
Pzena Investment Management
788
Pzena Investment Management
New York
– -$288K -4,485 Closed
TSS
789
Two Sigma Securities
New York
– -$285K -4,427 Closed
BFG
790
Beacon Financial Group
Texas
– -$285K -4,427 Closed
RIM
791
Redwood Investment Management
Arizona
– -$274K -4,257 Closed
CEP
792
Chicago Equity Partners
Illinois
– -$264K -4,100 Closed
QC
793
QCM Cayman
Texas
– -$241K -3,741 Closed
PM
794
Parametrica Management
Hong Kong
– -$223K -3,461 Closed
DZ Bank
795
DZ Bank
Germany
– -$193K -3,000 Closed
Qube Research & Technologies (QRT)
796
Qube Research & Technologies (QRT)
United Kingdom
– -$101K -1,566 Closed
CGT
797
Capital Guardian Trust
California
– -$95K -1,477 Closed
MWPCG
798
Measured Wealth Private Client Group
New Hampshire
– -$76K -1,180 Closed
IGGA
799
Iron Gate Global Advisors
Utah
– -$82K -1,172 Closed
CBT
800
Capital Bank & Trust
California
– -$69K -1,078 Closed
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